Managers of Wealth Americas

PIMCO Names Qi Wang as Chief Investment Officer

Sudi Mariappa, Managing Director and Portfolio Manager, who has led PIMCO’s Global Portfolio Risk Management, will become Global Head of Analytics.

Merrill Names Wells Fargo Manager to Run East Bay Market in CA

The move comes as Merrill has been leaning on its field managers to help turn around headcount declines and has tasked them this year with doubling hires of early-career brokers.

Slava Brin Joins Lazard as a Managing Director in Telecom, Media & Entertainment Group, Financial Advisory

He brings decades of experience in both large-cap and cross-cap transactions across the communications and internet infrastructure sector

UBS Nabs Citi’s Ridley-Thomas for Technology Private Placements

He previously worked at Royal Bank of Canada and JMP Securities LLC, and is the son of longtime Los Angeles politician Mark Ridley-Thomas.

Modera Wealth Management Welcomes Laurie Vitali as Chief People Officer/Chief Human Resources Officer

For over two decades, Laurie has held key talent management leadership positions within the legal industry, with demonstrated success in developing and executing strategies to transform workplace performance.

Wells Fargo Wealth’s Head of Advisor and Client Experience Departs

She was previously the parent bank’s head of innovation and research & development, and had worked in other strategic and operations-focused roles in the WIM division.

Amy Ko Elevated to Fiduciary Trust International’s Regional Managing Director for Northern California

Firm Continues Focusing on Growth in Vital Region

Rothschild & Co hires Alex Graham as Managing Director and Head of Canada

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

"Hiring Anna is a real coup for us,"

GAM hires Director of US International Clients

In his role, Alejandro will continue GAM’s more than 25 year local presence in the US to drive and grow business with international clients from Latin America and Asia.

nCino Hires Chief People Officer to Lead Company’s Strategic People Functions Through Next Phase of Global Growth and Maturation

In his new role, Ainsworth will oversee nCino’s global talent functions, encompassing human resources (which also includes DE&I and community involvement and philanthropy), recruiting and employee training and enablement.

Greystone Appoints a new CEO

She will report to Steve Rosenberg, who will continue to serve as the Executive Chairman of the Board.

NewStar Asset Management Expands Executive Team with New Hire

"Expert leadership in accounting and financial planning is a pillar of our business and we are excited to have such a qualified and experienced executive joining the team."

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

Before joining Sunstone Trust, she was a Vice President and a Senior Trust Advisor at U.S. Bank, Private Wealth Management.

Raymond James Reshuffles Alex. Brown, Global Wealth Leadership

Headquartered in St. Petersburg, Fla., Raymond James Financial Inc. is a diversified financial services company with 8,700 financial advisors worldwide, and total client assets of $1.18 trillion.

Pittco Management Names Lorie Jernigan as Chief Financial Officer

"I love what I do and who I work for a Pittco,"

Argo confirms Thomas Bradley as CEO

Bradley, who will also continue in his role as executive chairman of the board of directors, has been serving as interim CEO since March.

Cion Digital Announces A New Chief Operating Officer

Sundar Nagarathnam joins to lead global customer-centric service execution strategy

Capstone Partners Names Peter Nam Head of Industrial Technology Group

As a career investment banker, he has over 20 years of capital markets experience, including mergers and acquisitions (M&A), corporate divestitures, capital formation, and financial advisory work.

Santander Mexico CEO Héctor Grisi to lead banking multinational in 2023

“I have no doubt that we have the strategy, model and above all, the team, to create value for all our stakeholders and fulfil our potential.”

People Moves